Invite assessment candidates when CRM contacts update
When a contact is updated in Planfix, automatically invite them to complete an evaluation through TestDome.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
TestDome Explore TestDome →
TriggersFires when a candidate completes an assessment in TestDome.
Fires when a candidate receives a new score or grade in TestDome.
Fires when a candidate is marked hired in TestDome.
Fires when a new candidate is added to TestDome.
Sends a test or assessment invitation to a candidate via TestDome.
Re-sends an assessment invitation to a candidate in TestDome.
Planfix Explore Planfix →
TriggersFires when a new lead or contact is created in Planfix.
Fires when a deal moves to a new stage in Planfix.
Fires when a deal is marked won in Planfix.
Fires when a field on a contact changes in Planfix.
Creates or updates a contact in Planfix.
Creates a new deal in Planfix.
Moves a deal to a new stage in Planfix.
Logs a call, email, or note against a record in Planfix.
More TestDome + Planfix workflows
Log assessment results into CRM contact activities
When an assessment is completed in TestDome, automatically log the results as an activity under the contact record in Planfix.
See details
Update deal stages when candidates are hired
When a candidate is marked as hired in TestDome, automatically update the deal stage in Planfix to reflect successful fulfillment.
See details
See all TestDome + Planfix integrations → · Browse the full workflow library →
Common questions
Can Knit build “Invite assessment candidates when CRM contacts update” between TestDome and Planfix?
Yes — describe it in the box above and Knit's Integrations Agent researches TestDome and Planfix's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why connect pre-employment or technical assessments with a CRM?
Connecting TestDome and Planfix helps organizations managing partner certifications or client hires track candidate progression alongside deal pipelines.
Can assessment completion automatically log client interactions?
Yes, whenever a candidate completes an assessment in TestDome, an activity log updates on the associated contact in Planfix.